One subscription, one bill. The team admin is the only one who enters payment information and manages billing for the entire practice.
Shared Usage Pool
Visits and recording time are shared across the team, giving your practice more flexibility to fully utilize the monthly allocation.Prorated Updates
Subscription changes are prorated and applied for the rest of the billing cycle — perfect when a new team member joins.Transparent Usage
The team admin can view the current month's usage for the whole team and individual team members, including visits and recording hours.The Team Plan offers the same flexible pricing as our FlexPlan — you only pay for what you use.
Flexible Access Control
Choose the access mode that fits your practice's needs. Whether you need full isolation by default or shared access based on roles, the Team Plan has you covered:
Strict Mode
Patient information is fully isolated by default. Team members can explicitly grant access to specific patients or delegate access to their entire caseload (access level based on team member roles) — with time-limited or permanent access.
Role-Based Access Mode
Team members have shared access to patient information based on the access level defined by their assigned role(s). Each member can hold one or more roles.
The team admin has a dedicated management console to run the entire practice:
- Manage team subscription and billing
- Invite new members via email or team code
- Approve pending member requests
- Assign and update team member roles
- Choose access mode (Strict or Role-Based)
- View team-wide usage, team member usage and adjust subscription
Team members get a streamlined experience with everything they need:
- View personal usage for the current billing cycle
- Access the shared team usage pool
- Delegate access to their caseload or specific patient (Strict mode)
Create custom templates that are instantly available to all team members — with support for different specialties.
Instant Updates
When a member with "Template Editor" role updates a team template, all team members immediately have access to the latest version.Specialty-Specific
Create separate custom templates for team members of different specialties.Team-Wide Access
Every team member as access to the team templates on their Templates page.The Team Plan includes a comprehensive set of roles to match your practice's workflow — including Practice Admin, Provider, Supervisor, Assistant, Trainee/Intern, Office Staff, and Template Editor.
Role-Based Access Levels
The access level of each team member depends on their assigned role(s). Each team member can hold one or more roles, giving you fine-grained control over what each person can view, edit, and manage.